Pipelines

Track deals through every stage

A visual Kanban pipeline that gives your whole team instant clarity on every deal.

Drag and drop deals between stages, see total pipeline value at a glance, and know exactly what needs attention today — without a spreadsheet in sight.

app.dealflowcrm.com
Lead

TechCorp License

Add-on Seats

Qualified

FinancePlus Annual

Proposal

Startup.io Pilot

Closed Won

PropGroup CRM

Drag-and-drop Kanban

Move deals between stages instantly. Your whole team sees updates in real time.

Full pipeline visibility

See total pipeline value, deal count, and close dates at a glance across every stage.

Team collaboration

Assign deals, share notes, and @mention teammates directly on deal records.

Pipeline reporting

Win rates, stage conversion, and deal velocity — all in one dashboard.

Everything you need to manage deals

Unlimited pipelines and stages
Drag-and-drop between stages
Custom stage names and colors
Pipeline value totals per stage
Deal assignment and ownership
Filter and sort by any field
Saved pipeline views
Data validation rules
Mobile Kanban access
AI deal summaries per deal